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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,998 | $102,385-48.2% | $147,080-64.0% | $80,935-34.5% |
| Participation rate | 56.0% | 75.9%-19.9pp | 82.2%-26.2pp | 67.7%-11.7pp |
| Annual return | 14.35% | 135.09%-120.7pp | 420.17%-405.8pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,532 | $3,717-31.9% | $4,933-48.7% | $2,757-8.1% |
| Participant deferral / active EE | $9,024 | $6,651+35.7% | $8,066+11.9% | $4,299+109.9% |
| Admin fee / account holder | $3,012 | $7,951-62.1% | $12,989-76.8% | $6,924-56.5% |